Virtual Webinars
Join Us for a Four Month Webinar Series On
Authentic Intelligence™: The AI for Financial
Transitions Planning
An AI Approach to Deep and Meaningful Client Conversations
Wed., September 27th, 2023, 1:00 pm ET
How to Lean Into Challenging Client Behavior
Thur., October 19th, 2023, 1:00 pm ET
The Framework for Becoming a Client's Thinking Partner
Wed., November 1st, 2023, 1:00 pm ET
